facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Our Communications

Rocky Daigle of CBD Wealth Management Honored in Forbes' Best-in State Wealth Advisors List Thumbnail

Rocky Daigle of CBD Wealth Management Honored in Forbes' Best-in State Wealth Advisors List

Metairie, Louisiana (January, 2020) — CBD Wealth Management, an Investment Firm in Metaire, LA, today announces that one of its founding partners, Raymond (Rocky) Daigle, Jr., J.D. AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2020. The list was published on Forbes.com, and a condensed listing will be available in the February issue of the magazine.

Read More
What is the SECURE Act? Thumbnail

What is the SECURE Act?

On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. Once treasury regulations are released, nuances in interpreting this new law will become clearer. Until then, individuals are left to interpret the law’s effects based on the language of the law itself. This article will address what the SECURE Act entails and who it affects, as well as provide suggestions on how to plan for the changes that have been instituted.

Read More
Market Thoughts for January 2020 Thumbnail

Market Thoughts for January 2020

We closed out the year and the decade on a burst of strength. December was a great month, and it capped a great 2019. U.S. markets were up more than 2 percent and, in some cases, considerably more than that. For the year, they were up more than 20 percent. International markets also had a strong year. In December, job growth came in much better than expected, continuing a trend that has more and more people joining the labor force. For the ninth month in a row, both income and spending went up. The housing sector did very well, and there’s a lot of confidence baked into that. So, December was a great handoff to 2020.

Read More
2020 Market Outlook Thumbnail

2020 Market Outlook

After a strong 2019, worries are starting to build for the year ahead—especially over a potential recession. But the data is actually improving. As such, 2020 may look much like 2019. Job growth might slow, but consumers are likely to keep spending. Plus, business investment is showing signs of a comeback, which would be a significant tailwind. The news for the markets may not be as positive, as we may see some volatility. But as long as the economy keeps growing? The markets should continue to move forward.

Read More